FORM Wealth Advisors
AGGY icon

FORM Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

FORM Wealth Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Buy
6,977
+87
+1% +$3.71K 0.03% 46
2026
Q2 		$300K Buy
6,890
+75
+1% +$3.27K 0.03% 49
2026
Q1 		$296K Buy
6,815
+74
+1% +$3.26K 0.03% 48
2025
Q4 		$297K Buy
+6,741
New +$299K 0.03% 47
2025
Q2 		$288K Buy
6,591
+74
+1% +$3.19K 0.03% 50
2025
Q1 		$283K Buy
+6,517
New +$281K 0.04% 48

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

FORM Wealth Advisors's AGGY Position: Q3 2026 in Review

FORM Wealth Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.3% in Q3 2026, buying an estimated $3.71K and bringing the position to 6,977 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #46.

FORM Wealth Advisors first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q2 2026. 139 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • FORM Wealth Advisors held 6,977 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $287K as of Q3 2026.
  • FORM Wealth Advisors bought 87 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $3.71K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • FORM Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $300K in Q2 2026.
  • 139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.